+236.5%
AXP vs MRNA
+1,030.4%
-793.9%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.7% | -0.1% |
| 7D | -2.9% | -3.8% | +0.9% | -2.8% |
| 30D | +3.7% | +16.4% | -12.6% | +3.3% |
| 3M | -4.9% | +310.6% | -315.5% | -9.7% |
| 6M | +4.1% | +370.3% | -366.2% | -1.9% |
| YTD | -11.7% | +743.3% | -755.0% | -18.5% |
| 1Y | -11.7% | +841.7% | -853.4% | -18.8% |
| 3Y | +116.5% | +255.0% | -138.5% | +101.1% |
| 5Y | +89.5% | +10.1% | +79.4% | +74.6% |
| All | +236.5% | +1,030.4% | -793.9% | +237.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MRNA.
Daily Out/Under-Performance
Portfolio return minus MRNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRNA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded MRNA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling